Legacy Wealth Managment, Llc/Id Goldman Sachs Access Treasury Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 22,862 shares of GBIL stock, worth $2.29 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
22,862
Previous 34,474
33.68%
Holding current value
$2.29 Million
Previous $3.45 Million
33.71%
% of portfolio
1.9%
Previous 2.84%
Shares
4 transactions
Others Institutions Holding GBIL
# of Institutions
370Shares Held
90.7MCall Options Held
0Put Options Held
0-
Valeo Financial Advisors, LLC41.1MShares$4.1 Billion11.17% of portfolio
-
Betterment LLC New York, NY5.64MShares$564 Million1.34% of portfolio
-
Acr Alpine Capital Research, LLC4.99MShares$499 Million9.44% of portfolio
-
Morgan Stanley New York, NY4.59MShares$459 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.34MShares$334 Million0.03% of portfolio